【出版时间及名称】:2009年11月中东欧中东与非洲银行业研究报告
【作者】:德意志银行
【文件格式】:PDF
【页数】:64
【目录或简介】:
Table of Contents
Executive summary ........................................................................... 3
Main themes for 2010...............................................................................................................3
What if the GDP recovery is sustainable?.................................................................................6
Sector valuation and risks .........................................................................................................9
Valuation perspectives.................................................................... 10
CE3 banks......................................................................................... 19
Key sector drivers for 2010 .....................................................................................................19
Perspectives on the impact of global financial crisis...............................................................21
Top pick – Komercni Banka .....................................................................................................22
Polish banks – sector valuation and relative performance ......................................................23
Czech banks – sector valuation and relative performance ......................................................24
CE3 banks – fundamental overview........................................................................................25
Israeli banks ..................................................................................... 28
Key sector drivers for 2010 .....................................................................................................28
Perspectives on the impact of global financial crisis...............................................................29
Top pick – Discount Bank........................................................................................................30
Israeli banks – sector valuation and relative performance.......................................................31
Israeli banks – fundamental overview .....................................................................................32
Russian banks .................................................................................. 35
Key sector drivers for 2010 .....................................................................................................35
Perspectives on the impact of global financial crisis...............................................................35
Top pick .................................................................................................................................36
Russian banks – sector valuation and relative performance....................................................37
Russian banks – fundamental overview ..................................................................................38
Saudi banks...................................................................................... 42
Key sector drivers for 2010 .....................................................................................................42
Perspectives on the impact of global financial crisis...............................................................42
Top pick .................................................................................................................................43
Saudi banks – sector valuation and relative performance .......................................................44
Saudi banks – fundamental overview......................................................................................45
South African banks ........................................................................ 48
Key sector drivers for 2010 .....................................................................................................48
Perspectives on the impact of the global financial crisis.........................................................48
Top pick -- FirstRand ...............................................................................................................49
South African banks – sector valuation and relative performance...........................................50
South African banks – fundamental overview.........................................................................51
Turkish banks................................................................................... 54
Key sector drivers for 2010 .....................................................................................................54
Perspectives on the impact of the global financial crisis.........................................................55
Top pick: Garanti .....................................................................................................................56
Turkish banks – sector valuation and relative performance.....................................................57
Turkish banks – fundamental overview ...................................................................................58


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